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Best CRMs for Financial Advisors (Free and Paid) - Page 2

In the financial industry, trust is everything and managing client relationships with the right tools can make a real difference. At SoftwareWorld, our experts have gone through the top financial CRM platforms and put together a list you can actually trust. Compare features, pricing, and real user reviews all in one place. Whether you're an independent financial advisor looking to stay on top of your client portfolio or a large financial firm managing complex relationships across multiple teams, find a financial CRM that helps you track client interactions, stay compliant, and deliver the kind of personalized service that keeps clients coming back for years.

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★★★★★4.6 average rating from 139 reviews
Last Updated: October 09, 2026
Category Leaders

Top 10 Financial CRM Software

Explore the ten category leaders by rank, product, and starting price. Hover over any product to see its USP.

1st Creatio $25 Per month Sponsored USPAgentic CRM & Workflow Platform with No-Code and AI at Its Core 2nd Zoho CRM ₹9.08 Per month Sponsored USPStreamline sales processes with customizable and user-friendly CRM solutions 3rd Bigin by Zoho CRM $7 Per month Sponsored USPThe easiest CRM to manage your customers 4th Pipedrive $14 Per month Sponsored USPStreamline your sales process with Pipedrive's intuitive CRM platform 5th Redtail CRM $39 Per month USPStreamline client management with intuitive and efficient CRM solutions 6th Spotler CRM Contact Vendor USPStreamline customer relationships with intuitive and efficient CRM solutions 7th Close $35 Per month USPAll-in-one CRM built to accelerate and simplify high-velocity sales. 8th folk $24 Per month USPFlexible relationship centric CRM designed for modern collaborative teams. 9th NetSuite Contact Vendor USPStreamline business operations with NetSuite's all-in-one cloud solution 10th HubSpot CRM $752 Per month USPStreamline your sales process with intuitive and all-in-one CRM 11th Salesforce Financial Services Cloud $325 Per month USPStreamline financial services with personalized client engagement and insights
Complete Product Directory

List of Best CRM Software for Financial Services (Free and Paid) - Page 2

Continue with products 26–50. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

Financial CRM Software Products 26–50

Use search, filters, and available product tabs to evaluate the next 25 listings in this category.

25 products shown
#26

Nimble

🏆 SW Recommended

CRM Software To Grow Your Business

★★★★☆ 4.6 (15 Reviews)
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Overview

Nimble is a straightforward CRM tool, designed for efficient contact management and relationship building. It integrates social media profiles, enriching customer data. The platform simplifies tracking interactions, ensuring follow-ups are timely. Nimble's calendar and task manag...

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Free Trial14 Days Starting Price$24.90 Per month HeadquartersUnited States
#27

Insightly CRM

🏆 SW Recommended

Choose the flexible CRM for fast-growing companies

★★★★☆ 4.5 (2 Reviews)
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Overview

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to...

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Free Trial14 Days Starting Price$29 Per month HeadquartersUnited States
#28

OnePageCRM

Top-rated CRM for Consulting and Professional Services

★★★★☆ 4.5 (2 Reviews)
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Overview

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead...

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Free TrialAvailable Starting Price$19.95 Per month HeadquartersUnited States
#29

Total Expert

Purpose-Built Customer Engagement Platform

★★★★☆ 4.5 (2 Reviews)
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Overview

Total Expert is a customer engagement and CRM software platform built for financial services organizations to manage customer relationships, marketing, and sales from a single unified system. This purpose-built software solution helps banks, lenders, credit unions, and mortgage p...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#30

folk

The CRM that works for you

★★★★☆ 4.5 (2 Reviews)
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Overview

folk is a modern relationship management platform designed to help teams organize contacts, track conversations, and manage outreach without the complexity of traditional CRM systems. Built for startups, agencies, and sales focused teams, the platform centralizes contact data fro...

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Free Trial14 Days Starting Price$24 Per month HeadquartersFrance
#31

AdvisorEngine CRM

🏆 SW Recommended

CRM for financial advisors, by financial advisors

★★★★☆ 4.5 (1 Reviews)
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Overview

AdvisorEngine CRM is a sophisticated software platform designed specifically for financial advisors and wealth management professionals. It integrates advanced customer relationship management (CRM) capabilities with financial planning tools, creating a comprehensive solution for...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#32

NetSuite

🏆 SW Recommended

The #1 AI Cloud ERP

★★★★☆ 4.4 (53 Reviews)
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Overview

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcar...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#33

Caspio

🏆 SW Recommended

Build multi-user apps, workflows and dashboards with little to no code.

★★★★☆ 4.4 (2 Reviews)
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Overview

Caspio is a powerful no code application development platform that enables businesses to build custom database driven applications without writing code. Designed for speed, flexibility, and scalability, Caspio allows teams to create web apps that manage data, automate workflows,...

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Free Trial14 Days Starting Price₹7,300 Per month HeadquartersUnited States
#34

Dialllog

All-in-One Venture Capital CRM Software

★★★★☆ 4.4 (2 Reviews)
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Overview

Dialllog is a specialized venture capital CRM software designed to streamline relationship management and investment processes for venture capital firms. Its intuitive interface allows firms to efficiently track interactions with entrepreneurs, investors, and other stakeholders t...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited Kingdom
#35

InfoFlo

🏆 SW Recommended
★★★★☆ 4.3 (2 Reviews)
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Overview

InfoFlo is a comprehensive human services software designed to help organizations manage client data, case files, appointments, and billing processes with ease. Tailored for social service agencies, nonprofits, and healthcare providers, InfoFlo offers tools for tracking client in...

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Free TrialAvailable Starting Price$30 Per month HeadquartersCanada
#36

Zendesk Sell

🏆 SW Recommended

Sell smarter, not harder

★★★★☆ 4.1 (2 Reviews)
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Overview

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for ea...

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Free TrialAvailable Starting Price$19 Per month HeadquartersUnited States
#37

Onpipeline

Online CRM & Sales Process Management

★★★☆☆ 3.5 (1 Reviews)
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Overview

Onpipeline is a high-tech CRM software designed to streamline and enhance sales processes for businesses. It serves as a comprehensive solution for managing leads, contacts, and sales pipelines. With a focus on simplicity, Onpipeline enables easy tracking of customer interactions...

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Free Trial30 Days Starting PriceContact Vendor HeadquartersIreland
#38

Sage Intacct

🏆 SW Recommended

Cloud Accounting and Financial Management Software

★★★☆☆ 3.3 (1 Reviews)
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Overview

Sage Intacct is a tremendous cloud-hosted financial management solution that any startup or big company can use to fulfill its accounting and financial-related requirements. Businesses can easily automate fundamental financial operations utilizing Sage Intacct's excellent automat...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited Kingdom
#39

Dynamics 365

🏆 SW Recommended

The new era of AI-powered business

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Overview

Dynamics 365 is a powerful customer relationship management (CRM) software designed to enhance business operations and improve customer engagement. This comprehensive platform integrates various business applications, enabling users to manage sales, marketing, customer service, a...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#40

HubSpot CRM

🏆 SW Recommended

Free CRM Software & Tools for Your Whole Team

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Overview

HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers...

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Free TrialAvailable Starting Price$752 Per month HeadquartersUnited States
#41

Salesforce Financial Services Cloud

🏆 SW Recommended

Best Financial Services CRM

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Overview

Salesforce Financial Services Cloud (FSC) is a purpose-built CRM platform designed specifically for banks, wealth management firms, insurance companies, lenders, and asset managers that need more than a generic CRM can offer. Built on top of Salesforce's trusted Sales Cloud and S...

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Free TrialAvailable Starting Price$325 Per month HeadquartersUnited States
#42

Nasdaq IR Insight

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Overview

Nasdaq IR Insight is a sophisticated investment management software designed to empower financial advisors, portfolio managers, and investment firms with advanced tools for portfolio analysis, risk management, performance tracking, and client reporting. The platform offers a comp...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#43

IR.Manager

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Overview

IR.Manager is an innovative financial services software designed to optimize investor relations and enhance communication between companies and their shareholders. This platform offers a suite of tools for managing investor communications, tracking shareholder engagement, and ens...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersSweden
#44

Freshsales

🏆 SW Recommended

Easy Sales CRM Software

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Overview

Freshsales is a customer relationship management (CRM) software that caters to businesses of all sizes. It streamlines the sales process by offering lead scoring, email tracking, and sales pipeline management in a single platform. Freshsales provides a 360-degree view of customer...

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Free TrialAvailable Starting Price₹999 Per month HeadquartersUnited States
#45

monday CRM

🏆 SW Recommended

Made for work, designed to love

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Overview

monday CRM is a highly customizable customer relationship management (CRM) software designed to help businesses manage their sales processes, customer interactions, and workflows in one platform. This intuitive solution empowers teams to track leads, manage contacts, schedule fol...

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Free TrialAvailable Starting Price$9 Per month HeadquartersIsrael
#46

Deltek Vision

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Overview

Deltek Vision is a comprehensive time tracking software designed for project-based businesses. The platform offers tools for managing time and expenses, ensuring accurate billing and financial visibility. Deltek Vision's integrated project management features allow organizations...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#47

NOLA

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Overview

NOLA is a customer relationship management (CRM) software that enables businesses to manage interactions, track leads, and improve client engagement. The platform’s contact management features allow users to store and organize customer information in a centralized database, makin...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#48

Q4 Desktop

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Overview

Q4 Desktop is a robust customer relationship management (CRM) software designed to enhance client engagement and streamline communication for businesses. This platform provides comprehensive tools for managing customer interactions, tracking sales pipelines, and analyzing client...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersCanada
#49

Daylite

Award-Winning Mac CRM Software for Your Small Business

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Overview

Daylite is a business productivity and customer relationship management software designed for teams that use Apple devices to manage clients, projects, and sales activities in one connected system. The software combines contact management, calendars, tasks, email integration, and...

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Free TrialNA Starting PriceContact Vendor HeadquartersCanada
#50

Exact for CRM

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Overview

Exact for CRM is a Customer Relationship Management Software designed to help businesses manage and enhance customer relationships. The platform provides a range of tools for managing contacts, sales opportunities, and customer interactions. Exact for CRM allows businesses to tra...

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Free TrialNA Starting PriceContact Vendor HeadquartersNetherlands

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